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Sales Reports

This article covers the Sales reports available in the Reports app.

Sales reports can help you track service sales, product sales, service customizations, and more.

Sales reports include all closed sales with a sale date in the selected time period. The sale date may be different than the date the sale was closed if you:

  • Manually change the sale date after the sale is closed

  • Require a full payment in online booking and close the sale on a later date. The sale date is the date the sale was closed, not the date the full payment was collected in online booking.

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Sales Summary Report

The Sales Summary report includes quantities and sales totals of services and products for each day.

Gift card, package, and membership sales are considered deferred revenue. They will not appear in the Sales Summary report until the gift card, package, or membership is redeemed.

The table below provides more information on the different columns in the Sales Summary report.

Column

Description

Date

The sale date.

# Sales

The number of closed sales.

# Services

The number of completed services.

Service Sales

The service sales total. Includes the value of applied packages and memberships.

# Products

The number of products sold.

Product Sales

The product sales total.

Net Total

The combined total of the Service Sales and Product Sales columns.

Taxes

The amount of tax that was collected. Includes tax for services, products, packages, and memberships.

Tips

The amount of tips received. Does not include unassigned tips.

Gross Total

The combined total of the Net Total, Taxes, and Tips columns.

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Service Sales Report

The Service Sales report includes quantities and sales totals of services. Enable the Include service customization details toggle to view the specific service customizations that were sold.

The table below provides more information on the different columns in the Service Sales report.

Column

Description

Service Category/Service

The service that was completed.

# Services

The number of completed services.

Adjustments

The adjustments that were made to the default price during checkout.

# Customizations

The number of service customizations that were included.

# Customization Total

The service customizations total.

Applied Packages

The value of applied packages and memberships.

Taxes

The amount of tax that was collected.

Sales

The sales total. Includes the value of applied packages and memberships.

Customization/Service

The name of the service and service customization.

# Count

The number of times the service customization was selected.

Total Amount

The service customization total.

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Product Sales Report

The Product Sales report includes quantities and sales totals of products. Download the Excel report to see additional details including client information and staff member.

The table below provides more information on the different columns in the Product Sales report.

Column

Description

Product Category/Product

The name of the product category and product.

Brand/Product

The name of the product brand and product.

# Products

The number of products sold.

Adjustments

The adjustments that were made to the default price during checkout.

Taxes

The amount of tax that was collected.

Sales

The sales total.

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Sales by Time Period Report

The Sales by Time Period report includes service and product sales totals grouped by day, week, or month for the selected time period and locations.

The table below provides more information on the different columns in the Sales by Time Period report.

Column

Description

Date

The sales time period.

Total

If you have one location, this column includes the sales total.

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